Cerasus Advisors Inc
Firm details
- Headquarters
- ,
- CRD number
- 152113
- Registered since
- December 1, 2009
- Custodians
- SANTANDER INVESTMENT SECURITIES INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91%
- Individuals6.24%
- Corporations / Businesses2.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cerasus Advisors Inc. is a privately owned SEC-registered RIA that has operated since 2009. The firm provides portfolio management to both individuals and families as well as business and institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its stated advisory activities focus on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm identifies a fixed-income orientation in its asset usage and does not self-identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds51%
- Exchange Traded Equities36%
- Investment Grade Corp Bonds9%
- Sovereign Bonds3%
- Cash & Cash Equivalents1%
Contacts
1 of 1Alex Dalmady
PresidentCRD 5733682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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